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Tax Alpha

Tax Alpha: Clues in the Schedule C

Tax season can be a great time to discuss financial planning, because a tax return offers a lot of clues to financial well-being – if you ask the right questions. Learn how to reap the benefits

Tax Alpha: A Roth Gotcha

Welcome to another installment of our Tax Alpha Video Series. This time around we’re focusing on one particular “gotcha” that can wreak havoc with a Roth IRA conversion...

Tax Alpha: Equalizing Inheritance

Welcome to another installment of Tax Alpha. This time around we’re looking at what you can do when your estate is largely tied up in a single asset.

Tax Alpha: Estate Planning with 529 Plans

Welcome to another installment of Tax Alpha. This time around we’re going to dig a little deeper into 529 Plans. One of the hardest parts of financial planning is balancing conflicting goals and needs, and this is rarely more evident than when it comes to planning for your children's college expenses.

Tax Alpha: Getting Married

Welcome to another installment of Tax Alpha. Couples looking to tie the knot need to have serious conversations about finances. Learn what questions your clients should be asking before walking down the aisle.

Tax Alpha: Small Business Retirement Plans

Welcome to another installment of Tax Alpha. We’re going to dive into how you can choose tax - savvy retirement plans for your small business. Get started exploring which retirement plan best fits your specific circumstances.

Tax Alpha: The Realities of Divorce

Welcome to another installment of Tax Alpha. No matter how well-prepared a couple is, some marriages will end in divorce. In the emotional turmoil of a divorce, it’s easy for clients to lose track of the impact of a divorce on their finances.

Tax Alpha: The Wash-Sale Rule

Welcome to another installment of our Tax Alpha Video Series. As taxpayers approach year end, they may be thinking about tax-loss harvesting, which can be a great way to offset capital gains.

Tax Alpha: Timing Your Exit

Welcome to another installment of Tax Alpha. Being able to afford retirement and being ready to retire are two entirely different things. Learn the top three questions that prospective retirees need to consider in order to make their time after retirement that much better.

Tax Alpha: What is Tax Alpha

You may ask, what is tax alpha? It's the value that is added to a client's financial plan by optimizing sound tax strategies. If "alpha" is the return generated by an advisor's skill in picking and managing investments, then "tax alpha" protects that return and generates a boost by making sure that taxes don't eat away more of a client's wealth than absolutely necessary. HD Vest Advisors deliver tax alpha through their ability to gain insights from your taxes and leverage that information to provide you with a holistic view of your financial plan.

Tax Alpha: Worry Now - And Later

When it comes to filing your taxes, we spend most of our time looking back to last year, but that means we risk falling into new potholes or missing some of the new developments that are coming down the pike.

Tax Alpha: Election Year Jitters

Tax Alpha: Wealth Management for Recruiting and Retaining Talent